We’d Love to Meet You

We come for the Professional in you, but we stick around for the Human. You’ll be appreciated for more than your expertise and professional mastery. You’ll be valued for your integrity, out-of-the-box thinking, grit, openness, and empathy. And a good sense of humor is always welcome. We look forward to meeting the entire human being you bring to the table.

Advisors

Partner with us

Wealth Management

Join our team

Attention College Students - Summer Intern Program

Every year, we seek to provide those still in school with access to a comprehensive educational program aimed at giving students in the second to last and last year of school exposure to all things wealth management. The program is taking applications year-round. The program commences in mid-June and runs for eight weeks.

Minimum qualifications

Currently enrolled in college

One year from graduation

Interest in the financial services industry

Want to explore what a career in wealth management looks like?

Submit your Resume and Cover Letter

The SteelPeak Advantage

SteelPeak's holistic offering provides its advisors with a competitive edge, integrating complementary companies that cultivate cross-functional collaboration and continuous innovation to better serve clients and make life as an advisor rewarding again.

This integrated approach empowers our advisors to skillfully navigate the complexities of the business, ensuring the delivery of comprehensive solutions with the highest level of service excellence to maximize client outcomes.

What Sets Us Apart?

Allow Our Advisors to Focus on What You Do Best

We empower you with comprehensive and integrated solutions to help you deepen your relationship with clients. We surround all of our partner advisors with a team of professionals to support everything from compliance to marketing to portfolio construction.

Growth-Minded Solutions

Growth is in our DNA. Our advisors can leverage a plug-and-play business development platform. And gain access to proven organic growth strategies that generate high quality leads.

Opportunities to Advance Your Career

Whether you are a seasoned professional looking for the right home for your clients or you are making a career move, we have a platform that allows you to take that next step in your career.

Integrate with Ease

Our team helps with all aspects of the client transition. We can coach you and your clients through each step of the process, down to every detail.

Experienced Team Ready to Help

SteelPeak has assembled some of the smartest minds in the business which means we can successfully navigate any situation. While no situation is the same, we have experts on hand ready to help.

Frequently Asked Questions

You have questions, we have the answers.

What is the partnership structure?

Join as a W2 employee and partner with us in every aspect of the business.

Do I change my firm’s name?

We believe we are stronger as a unified brand, as such, all of our advisors assume the SteelPeak brand and leverage the SteelPeak Wealth name.

What is SteelPeak’s investment philosophy?

We believe in open architecture and active investment management.

How is SteelPeak different from an aggregator?

RIA aggregators have become widespread in our industry. And while they experienced early success in the last decade, we believe that long-term value is created when firms join and partner together to achieve common outcomes. That is why we seek growth-minded firms who want to grow together, not just those looking to maximize their self-interest and collect a paycheck.

What Our Advisors Say

Jim Bray, CFP®

Wealth Advisor, Newport Beach

Joined in 2023

“Joining SteelPeak helped me accelerate my growth. It allows me to focus on being an advisor and not a business operator, ensuring that I continue to do what I do best: work with clients to help achieve their desired outcome.”

Mike Shotton

Wealth Advisor, Beverly Hills

Joined in 2023

“SteelPeak made my mid-career change from investment management to wealth management much easier by providing a platform to launch my career as a financial advisor. I have all the resources to be successful.”

Ready to Take the Next Step?

Become a SteelPeak Wealth Advisor

Careers in Wealth Management

Ready to build a rewarding career where your contributions are valued and your well-being is supported? At SteelPeak Wealth Management, we're expanding our team and seeking passionate individuals to help our clients achieve their financial goals.

Summary of Employee Benefits:

Medical, Dental, and Vision

Eligible full-time employees may enroll in our medical, dental and vision insurance program upon the first day of the month following 30 days of employment. As a benefit to our eligible employees, SteelPeak will pay up to $400 of this coverage for employees, and a portion for dependents.

401(k) Matching Program

This plan is intended to be used in combination with your social security benefits and other personal resources to provide you with income upon retirement. There is a one-year waiting period for eligible full-time employees. 401(k) match is 100% of first 3% contributed and 50% on next 2% contributed.

Paid time off

Discretionary paid time off for employees to take unlimited time off with pay for rest and relaxation at your discretion.

Paid Sick Leave

SteelPeak provides sick leave benefits to all California-based employees for periods of temporary absence due to illnesses or injuries. Eligible employees may also take time off for sick days. Each year SteelPeak provides 6 days or 48 hours of paid sick leave to all full-time and part-time (30+ hours) employees.

Interested in becoming a part of the SteelPeak team?

View Open Positions

Equal Opportunity Employment

We are committed to providing equal employment opportunities to all applicants and employees. We strictly prohibit discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, military or veteran status, or any other status protected by federal, state, or local law, including the California Fair Employment and Housing Act. All qualified applicants will receive consideration for employment without regard to these factors.